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Feedback from Past Engagements

"After surveying several firms, we chose you to speak because you are informative, inspirational and independent. We would highly recommend the services of the Gallagher Financial Team to any company"

Steve Martinez,
Human Resources Director
Hitachi

"You brought to our attention the way to retire safe, early and happy, and you spoke with energy..."

Dr. Max Waddell
President
Keller Rotary Club

"I have to say you gave us some real insight (into several areas, including) the tax advantages related to retirement planning. You really are the Money Doctor!"

Bernice Famer,
President
Women's Council of Realtors
Southwest Dallas County Chapter 

 
 
You Are here:   About : Speaking Engagements

Providing Independent Investment Education for Your Organization, Group or Event

Your company, club, or church group can learn how to retire safe, early, and happy from Financial Educator and Radio Host "Doc" Gallagher.  Retirement options and financial planning are subjects of interest to everyone.

Doc's presentation helps people think in positive and uplifting terms about questions regarding retirement, financial planning, and long-term care that many people are afraid to ask. The message is practical and provides prudent methods of preparation for retirement at the level and lifestyle that you and your family have earned and deserve.

The goal of each presentation is to introduce each individual present to the financial process that can provide the foundation for a secure financial future. People from all walks of life have benefited...at every level of business, civic or church activity. 

Popular Presentation Topics Include:

  • How to Prosper Financially
  • 3 Secrets to Protecting Your Safe Money
  • How to Reduce Your Tax Bite
  • How to Retire Safe, Early & Happy

Company Group Meetings:

  • Doing a rollover right
  • Maximizing your 401K
  • The ideal investment
  • Hidden costs in "no-loads"

Civic Clubs and Organizations:

  • Information and Inspiration
  • Proven Investment Strategies

Churches and School Groups:

  • Current Events and Finances
  • Improving Stewardship and Giving

Contact us now to schedule Doc for your event or organization, or call the Gallagher Group Marketing Department at 817.485.1825
Feedback from Past Engagements

"The information was right down the middle of the runway for our group of retired airline employees...wonderful meeting...you are a true delight as a speaker!"

Carolyn Agee
Southwest Airlines Retirees Group

"You told it just like it is! You were one of our best presenters, and we would love to have you back. I certainly hope our people follow-up on your advice."

John Romanko, PhD.
Director & Program Chairman Lockheed Martin Retirees Management Club

"Our group loved your super presentation Doc....we want you back!"

-Zig Ziglar

 
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DISCLAIMER: This information is provided as public service. This information should not be construed as legal advice. It is recommended that you consult with a local estate planning or elder law attorney.